Skylands Capital, LLC

CIK 0001299910 • 7 13F filings • Apr 25, 2025 – Oct 21, 2026

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Filer information

Filed by: Skylands Capital, LLC, Vice President & Treasurer
Address: 1200 North Mayfair Road, Suite 250, Milwaukee, WI, 53226
Phone: 414-256-3380
AUM: $737.1M

AUM over time

$762.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $723.5M152 positionsView on SEC.gov

			% of Portfolio
ACCO BRANDS CORP	COM	$72K	0.0%	18,000 SH	New
ADEIA INC	COM	$8.4M	1.2%Prev: 1.4%	497,300 SH	Decreased+162,350 SH
AGNICO EAGLE MINES LTD	COM	$4.4M	0.6%Prev: 0.5%	25,940 SH	Increased+1,890 SH
ALBANY INTL CORP	CL A	$2.0M	0.3%	37,375 SH	New
ALIGN TECHNOLOGY INC	COM	$6.0M	0.8%Prev: 0.3%	48,200 SH	Increased+32,650 SH
ALPHABET INC	CAP STK CL A	$44.7M	6.2%Prev: 5.6%	183,685 SH	Decreased+57,210 SH
ALPHABET INC	CAP STK CL C	$2.3M	0.3%Prev: 0.4%	9,500 SH	Decreased
AMAZON COM INC	COM	$2.6M	0.4%Prev: 0.4%	11,875 SH	Decreased-1,710 SH
AMERICAN TOWER CORP NEW	COM	$8.0M	1.1%	41,720 SH	New
APPLE INC	COM	$27.4M	3.8%Prev: 3.3%	107,585 SH	Increased+15,845 SH
ARCHER DANIELS MIDLAND CO	COM	$1.9M	0.3%	32,040 SH	New
ASTRONICS CORP	COM	$1.8M	0.2%Prev: 0.2%	39,400 SH	Increased+17,800 SH
ASURE SOFTWARE INC	COM	$522K	0.1%Prev: 0.0%	63,700 SH	Increased+15,062 SH
AUDIOEYE INC	COM NEW	$1.3M	0.2%Prev: 0.2%	92,774 SH	Decreased-175,976 SH
BANK AMERICA CORP	COM	$3.1M	0.4%	60,825 SH	New
BARRICK MNG CORP	COM SHS	$10.1M	1.4%Prev: 1.2%	309,175 SH	Increased+48,000 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$402K	0.1%Prev: 0.0%	800 SH	Increased+200 SH
BEST BUY INC	COM	$1.2M	0.2%Prev: 0.6%	15,575 SH	Decreased-47,425 SH
BIO RAD LABS INC	CL A	$855K	0.1%Prev: 0.3%	3,050 SH	Decreased-4,175 SH
BLACKROCK INC	COM	$163K	0.0%Prev: 0.0%	140 SH	Increased+50 SH
BLOOMIN BRANDS INC	COM	$1.7M	0.2%Prev: 0.1%	230,350 SH	Increased+168,100 SH
BOOT BARN HLDGS INC	COM	$599K	0.1%Prev: 0.1%	3,614 SH	Decreased-285 SH
BRISTOL-MYERS SQUIBB CO	COM	$7.3M	1.0%Prev: 1.0%	160,880 SH	Decreased+22,155 SH
BRUNSWICK CORP	COM	$1.2M	0.2%Prev: 0.2%	19,025 SH	Decreased+4,375 SH
CAMECO CORP	COM	$59K	0.0%Prev: 0.0%	700 SH	Decreased
CASELLA WASTE SYS INC	CL A	$26K	0.0%Prev: 0.0%	275 SH	Decreased
CBOE GLOBAL MKTS INC	COM	$981K	0.1%Prev: 0.0%	4,000 SH	Increased+3,000 SH
CHURCHILL DOWNS INC	COM	$427K	0.1%Prev: 1.1%	4,400 SH	Decreased-98,850 SH
CITIGROUP INC	COM NEW	$12.8M	1.8%Prev: 2.1%	126,325 SH	Decreased+5,760 SH
CLEARFIELD INC	COM	$615K	0.1%	17,882 SH	New
COGENT COMMUNICATIONS HLDGS	COM NEW	$4.1M	0.6%	106,325 SH	New
COHERENT CORP	COM	$12.7M	1.8%Prev: 1.1%	117,735 SH	Increased+95,955 SH
COOPER COS INC	COM	$315K	0.0%	4,600 SH	New
CORE NATURAL RESOURCES INC	COM SHS	$18.5M	2.6%Prev: 2.2%	222,022 SH	Increased-4,280 SH
CROWN CASTLE INTL CORP NEW	COM	$23.8M	3.3%	246,750 SH	New
CROWN CRAFTS INC	COM	$45K	0.0%	15,503 SH	New
CROWN HLDGS INC	COM	$174K	0.0%Prev: 0.0%	1,800 SH	Decreased
CSX CORP	COM	$9.8M	1.4%Prev: 1.1%	275,775 SH	Increased+91,900 SH
CYTOSORBENTS CORP	COM NEW	$2.0M	0.3%Prev: 0.1%	2,127,265 SH	Increased+915,865 SH
DENNYS CORP	COM	$4.9M	0.7%	932,050 SH	New
DIEBOLD NIXDORF INC	COM SHS	$27.7M	3.8%Prev: 4.9%	486,520 SH	Decreased+17,335 SH
DISNEY WALT CO	COM	$424K	0.1%	3,700 SH	New
EAGLE MATERIALS INC	COM	$9.5M	1.3%	40,615 SH	New
ELANCO ANIMAL HEALTH INC	COM	$5.9M	0.8%Prev: 0.6%	295,200 SH	Increased+85,975 SH
ENERSYS	COM	$7.8M	1.1%Prev: 1.3%	68,805 SH	Decreased+24,440 SH
EXACT SCIENCES CORP	COM	$1.8M	0.2%	32,175 SH	New
EXXON MOBIL CORP	COM	$628K	0.1%Prev: 0.0%	5,566 SH	Increased+3,250 SH
FEDEX CORP	COM	$1.8M	0.3%Prev: 0.0%	7,825 SH	Increased+7,100 SH
FIRST TR EXCHANGE-TRADED FD	NAT GAS ETF	$1.9M	0.3%Prev: 0.2%	79,500 SH	Increased+19,450 SH
FMC CORP	COM NEW	$11.1M	1.5%Prev: 0.2%	330,675 SH	Increased+212,275 SH
GATX CORP	COM	$454K	0.1%Prev: 0.1%	2,595 SH	Decreased-765 SH
GAUZY LTD	SHS	$90K	0.0%	14,150 SH	New
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$10.8M	1.5%Prev: 1.5%	144,390 SH	Decreased-49,650 SH
GE VERNOVA INC	COM	$46K	0.0%	75 SH	New
GEN RESTAURENT GROUP	CL A COM	$697K	0.1%Prev: 0.0%	253,467 SH	Increased+77,054 SH
GENERAC HLDGS INC	COM	$4.0M	0.6%Prev: 0.9%	24,160 SH	Decreased-305 SH
GENERAL DYNAMICS CORP	COM	$247K	0.0%Prev: 0.0%	725 SH	Increased+100 SH
GENERAL MTRS CO	COM	$29.3M	4.1%Prev: 4.0%	480,715 SH	Decreased+53,680 SH
GRAND CANYON ED INC	COM	$8.8M	1.2%Prev: 1.0%	40,120 SH	Increased-17,445 SH
GRAPHIC PACKAGING HLDG CO	COM	$4.7M	0.6%Prev: 0.4%	240,050 SH	Increased-88,350 SH
GREENBRIER COS INC	COM	$1.2M	0.2%Prev: 0.1%	25,565 SH	Increased+7,125 SH
HAEMONETICS CORP MASS	COM	$4.0M	0.5%Prev: 0.4%	81,369 SH	Increased+33,744 SH
HALLIBURTON CO	COM	$2.9M	0.4%Prev: 0.3%	119,600 SH	Increased+37,500 SH
HARLEY DAVIDSON INC	COM	$173K	0.0%	6,200 SH	New
HILLMAN SOLUTIONS CORP	COM	$2.7M	0.4%Prev: 0.6%	298,300 SH	Decreased-277,500 SH
HOLLEY INC	COM	$4.2M	0.6%Prev: 0.3%	1,349,450 SH	Increased+279,621 SH
HOME DEPOT INC	COM	$41K	0.0%Prev: 0.0%	100 SH	Increased
ICON PLC	SHS	$1.2M	0.2%	6,700 SH	New
INFINITY NAT RES INC	COM CL A	$339K	0.0%	25,850 SH	New
INVESCO QQQ TR	UNIT SER 1	$450K	0.1%Prev: 0.1%	750 SH	Decreased
IRIDIUM COMMUNICATIONS INC	COM	$1.4M	0.2%	79,500 SH	New
ISHARES TR	RUSSELL 2000 ETF	$97K	0.0%Prev: 0.0%	400 SH	Decreased
JOHNSON OUTDOORS INC	CL A	$4.6M	0.6%Prev: 0.1%	113,136 SH	Increased+87,494 SH
JOINT CORP	COM	$7.9M	1.1%Prev: 1.0%	832,278 SH	Increased-63,294 SH
JPMORGAN CHASE & CO	COM	$8.0M	1.1%Prev: 1.0%	25,505 SH	Increased+1,720 SH
KIRBY CORP	COM	$8.8M	1.2%Prev: 0.6%	105,150 SH	Increased+70,140 SH
KLARNA GROUP PLC	SHS	$367K	0.1%	10,000 SH	New
KOPPERS HOLDINGS INC	COM	$1.8M	0.2%Prev: 0.0%	63,380 SH	Increased+63,205 SH
LINCOLN ELEC HLDGS INC	COM	$3.6M	0.5%Prev: 0.5%	15,180 SH	Decreased+110 SH
LKQ CORP	COM	$5.4M	0.8%Prev: 0.8%	178,150 SH	Decreased-62,300 SH
LOVESAC COMPANY	COM	$3.2M	0.4%	189,950 SH	New
MANITOWOC CO INC	COM NEW	$432K	0.1%Prev: 0.1%	43,115 SH	Decreased-24,538 SH
MARTIN MARIETTA MATLS INC	COM	$3.7M	0.5%Prev: 0.4%	5,945 SH	Increased+140 SH
MASTERCARD INC	CL A	$301K	0.0%	530 SH	New
MATSON INC	COM	$1.1M	0.2%	11,600 SH	New
MATTHEWS INTL CORP	CL A	$2.9M	0.4%Prev: 0.1%	118,884 SH	Increased+76,884 SH
META PLATFORMS INC	CL A	$4.8M	0.7%Prev: 0.7%	6,505 SH	Decreased-3,360 SH
METALLUS INC	COM	$3.0M	0.4%Prev: 0.4%	184,300 SH	Increased+25,500 SH
MICROSOFT CORP	COM	$321K	0.0%Prev: 0.6%	620 SH	Decreased-11,730 SH
MINERALS TECHNOLOGIES INC	COM	$5.8M	0.8%Prev: 0.5%	92,780 SH	Increased+41,001 SH
MITEK SYS INC	COM NEW	$2.2M	0.3%Prev: 0.9%	225,296 SH	Decreased-150,004 SH
MOBILEYE GLOBAL INC	COMMON CLASS A	$3.3M	0.5%Prev: 0.1%	233,050 SH	Increased+131,850 SH
MOLSON COORS BEVERAGE CO	CL B	$8.2M	1.1%Prev: 1.9%	180,650 SH	Decreased-213,100 SH
MP MATERIALS CORP	COM CL A	$7.1M	1.0%Prev: 0.7%	105,350 SH	Increased+855 SH
NATURES SUNSHINE PRODS INC	COM	$5.0M	0.7%Prev: 0.0%	323,350 SH	Increased+307,526 SH
NEWMONT CORP	COM	$3.8M	0.5%Prev: 0.4%	44,625 SH	Increased+6,485 SH
NORDSON CORP	COM	$60K	0.0%Prev: 0.0%	265 SH	Decreased+5 SH
NORFOLK SOUTHN CORP	COM	$17.9M	2.5%Prev: 2.1%	59,680 SH	Increased+4,600 SH
NPK INTERNATIONAL INC	COM SHS	$2.1M	0.3%Prev: 0.3%	184,000 SH	Decreased+19,700 SH
OCCIDENTAL PETE CORP	COM	$5.1M	0.7%Prev: 0.1%	108,160 SH	Increased+86,731 SH
OKLO INC	COM CL A	$294K	0.0%	2,631 SH	New
OLD SECOND BANCORP INC ILL	COM	$750K	0.1%	43,350 SH	New
ON SEMICONDUCTOR CORP	COM	$3.7M	0.5%Prev: 0.8%	75,370 SH	Decreased+6,750 SH
OSHKOSH CORP	COM	$18.9M	2.6%Prev: 2.5%	145,750 SH	Decreased+12,171 SH
OSI SYSTEMS INC	COM	$411K	0.1%Prev: 0.1%	1,650 SH	Decreased-425 SH
OWENS CORNING NEW	COM	$13.9M	1.9%Prev: 2.2%	98,585 SH	Decreased-15,855 SH
PHOTRONICS INC	COM	$3.2M	0.4%Prev: 0.3%	139,175 SH	Increased+57,665 SH
QUEST RESOURCE HLDG CORP	COM NEW	$320K	0.0%Prev: 0.0%	204,827 SH	Increased+94,225 SH
QUIDELORTHO CORP	COM	$3.1M	0.4%Prev: 1.2%	104,825 SH	Decreased-455,589 SH
RAYMOND JAMES FINL INC	COM	$764K	0.1%Prev: 0.1%	4,437 SH	Decreased-2,288 SH
REGENERON PHARMACEUTICALS	COM	$1.2M	0.2%	2,065 SH	New
RTX CORPORATION	COM	$5.7M	0.8%Prev: 0.7%	34,160 SH	Decreased+2,025 SH
S&P GLOBAL INC	COM	$1.9M	0.3%Prev: 0.4%	3,880 SH	Decreased-4,205 SH
SANFILIPPO JOHN B & SON INC	COM	$458K	0.1%	7,123 SH	New
SBA COMMUNICATIONS CORP NEW	CL A	$16.3M	2.2%	84,130 SH	New
SCHLUMBERGER LTD	COM STK	$3.3M	0.5%	95,250 SH	New
SCHWAB CHARLES CORP	COM	$2.6M	0.4%Prev: 1.6%	27,550 SH	Decreased-112,285 SH
SELECT SECTOR SPDR TR	ENERGY	$3.0M	0.4%Prev: 0.4%	33,200 SH	Decreased-28,450 SH
SHERWIN WILLIAMS CO	COM	$52K	0.0%Prev: 0.0%	150 SH	Increased
SILGAN HLDGS INC	COM	$1.6M	0.2%Prev: 0.2%	38,150 SH	Decreased-3,100 SH
SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	$3.7M	0.5%Prev: 1.4%	38,594 SH	Decreased+4,380 SH
SIMULATIONS PLUS INC	COM	$472K	0.1%	31,300 SH	New
SMURFIT WESTROCK PLC	SHS	$120K	0.0%Prev: 0.0%	2,817 SH	Decreased+200 SH
SPDR GOLD TRUST	GOLD SHS	$9.3M	1.3%	26,275 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$67K	0.0%	100 SH	New
SPDR SER TR	S&P OILGAS EXP	$5.5M	0.8%	41,380 SH	New
SPORTSMANS WHSE HLDGS INC	COM	$1.1M	0.2%Prev: 0.1%	393,000 SH	Increased-229,950 SH
SS&C TECHNOLOGIES HLDGS INC	COM	$6.6M	0.9%	73,900 SH	New
T-MOBILE US INC	COM	$4.3M	0.6%Prev: 1.2%	17,880 SH	Decreased-41,470 SH
TARGET CORP	COM	$9K	0.0%Prev: 0.0%	100 SH	Decreased
THERMO FISHER SCIENTIFIC INC	COM	$994K	0.1%Prev: 0.2%	2,050 SH	Decreased-1,975 SH
THRYV HLDGS INC	COM NEW	$1.7M	0.2%	138,000 SH	New
TIMKEN CO	COM	$1.8M	0.3%Prev: 0.2%	24,150 SH	Increased+15,100 SH
TRANSDIGM GROUP INC	COM	$1.0M	0.1%Prev: 0.1%	770 SH	Decreased
TWIN DISC INC	COM	$586K	0.1%Prev: 0.0%	42,054 SH	Increased+25,459 SH
U HAUL HOLDING COMPANY	COM	$117K	0.0%Prev: 0.0%	2,045 SH	Decreased
U HAUL HOLDING COMPANY	COM SER N	$1.9M	0.3%Prev: 0.4%	38,215 SH	Decreased-12,750 SH
ULTA BEAUTY INC	COM	$27K	0.0%Prev: 0.0%	50 SH	Increased+5 SH
UNION PAC CORP	COM	$53.0M	7.3%Prev: 6.8%	224,350 SH	Decreased+19,380 SH
UNITED PARCEL SERVICE INC	CL B	$4.1M	0.6%	49,540 SH	New
UNITEDHEALTH GROUP INC	COM	$5.0M	0.7%Prev: 0.1%	14,430 SH	Increased+12,730 SH
VALERO ENERGY CORP	COM	$485K	0.1%Prev: 0.0%	2,850 SH	Increased+1,550 SH
VISA INC	COM CL A	$13.5M	1.9%Prev: 1.6%	39,510 SH	Increased+1,775 SH
VONTIER CORPORATION	COM	$1.8M	0.2%Prev: 0.5%	42,800 SH	Decreased-89,800 SH
WABTEC	COM	$9.0M	1.2%Prev: 1.4%	45,015 SH	Decreased+2,490 SH
WARRIOR MET COAL INC	COM	$2.5M	0.3%Prev: 0.7%	39,200 SH	Decreased-27,300 SH
WESCO INTL INC	COM	$1.2M	0.2%Prev: 0.2%	5,760 SH	Decreased+1,745 SH
WILLIAMS COS INC	COM	$8.5M	1.2%Prev: 1.1%	133,675 SH	Decreased+15,250 SH
WILLSCOT MOBIL MINI HLDNG CO	COM CL A	$5.1M	0.7%	241,150 SH	New
XPONENTIAL FITNESS INC	COM CL A	$1.1M	0.2%	144,400 SH	New
ZETA GLOBAL HOLDINGS CORP	CL A	$618K	0.1%Prev: 0.2%	31,100 SH	Decreased-40,100 SH
ZIMMER BIOMET HOLDINGS INC	COM	$370K	0.1%Prev: 0.2%	3,761 SH	Decreased-10,950 SH

Sold (vs prior filing)

ADOBE INC — $10.1M
AMERICAN TOWER CORP — $10.1M
ANTERO RESOURCES CORP — $464K
ARISTA NETWORKS INC — $3.2M
AVIS BUDGET GROUP INC — $15K
BANK OF AMER CORP — $3.1M
BOSTON BEER INC — $372K
BOWMAN CONSULTING GROUP LTD — $522K
CME GROUP INC — $696K
COGENT COMM HOLDINGS INC — $1.4M
COSTAR GROUP INC — $1.5M
COSTCO WHOLESALE CORPORATION — $187K
CROWN CASTLE INC — $21.1M
DENTSPLY SIRONA INC — $1.9M
DIVERSIFIED ENERGY CO — $2.2M
DNOW INC — $2.3M
DOMINOS PIZZA INC — $1.6M
DXC TECHNOLOGY CO — $5K
EAGLE MATLS INC — $8.4M
ELMET GROUP CO (THE) — $2.1M
… and 33 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 30, 2026	Q4 2025	13F-HR	0001821268-26-000016	$737.1M	View
Oct 21, 2026	Q3 2026	13F-HR	0001821268-26-000195	$762.1M	View
Nov 6, 2025	Q3 2025